Overview 

Estate planning is a vital legal process that safeguards your legacy and ensures your assets are distributed according to your wishes after your passing. It involves drafting wills, establishing trusts, and making essential provisions for your loved ones. Proper estate planning not only helps prevent family disputes and costly legal battles but also minimizes tax liabilities and secures financial stability for beneficiaries. 

Understanding wills, estates, and trusts is crucial for individuals looking to protect their wealth and for legal professionals responsible for navigating the complexities of estate administration. Whether you’re planning for the future or managing an estate, having the right knowledge can make all the difference. 

Join Nicolene Schoeman-Louw on the 17th of March 2025 from 10:00 am to 12:00 pm as she unpacks the key aspects of wills, estates, and trusts, providing expert insights, practical advice, and real-world examples to help you navigate the estate planning process with confidence.    

Learning objectives 

Attending this webinar will equip you with the following skills: 

• Understanding the fundamentals of estate planning and the importance of having a will. 

• Learning the legal requirements for drafting and executing a valid will. 

• Exploring different estate planning tools, including trusts and power of attorney. 

• Identifying common challenges in estate administration and how to address them. 

• Gaining insights into the role of the executor and the probate process. 

Content 

The webinar will cover the following topics: 

• Introduction to Estate Planning 

  • Definition and importance 

  • Key components of a comprehensive estate plan 

  • Drafting a Will 

    • Legal requirements for a valid will 

    • Types of wills (simple will, joint will, living will) 

    • Common mistakes to avoid 

  • Trusts and Other Estate Planning Tools 

    • Purpose of trusts in estate planning 

    • Differences between revocable and irrevocable trusts 

    • The role of power of attorney and living wills 

  • Estate Administration and Probate 

    • The role of the executor and administrator 

    • Understanding the probate process 

    • Distribution of assets and debt settlement 

  • Challenges in Estate Planning 

    • Disputes over wills and inheritance 

    • Managing estate taxes and liabilities 

    • Planning for minor children and dependents 

About the presenter 

Nicolene  Schoeman-Louw  

Nicolene  Schoeman-Louw is the Founder and Managing Director of Schoeman Law Inc in Cape Town, South Africa. She is an admitted Attorney of the High Court of South Africa, Conveyancer, Notary Public and Mediator with a passion for assisting entrepreneurs to reach their most ambitious goals.  

Nicolene holds an LLB degree cum laude, LLM from the University of the Free State and a postgraduate diploma in financial planning (CFP) from the University of Stellenbosch. She lectured at the University of the Free State during her studies, presently guest-lectures at Stellenbosch Business School. She also presents seminars and workshops on a wide range of legal topics for various organizations. Nicolene is the Co-Founder and Managing Director of PocketAdvisor where she also doubles up as a skilled facilitator. 

Who should attend? 

The following persons will benefit from attending this webinar: 

• Advocates. 

• Attorneys. 

• Estates administrators. 

• Corporate Legal Professionals. 

• Legal Academic. 

• Candidate attorneys. 

• Law Students. 

• Paralegals. 

Price 

• R 450.00 - Online admission - Individual. 

• Group Price 1 - From R337 per person (up to 5 users)  

• Group Price 2 - From R260 per person (up to 10 users)  

• Group Price 3 - From R224 per person (over 11 users) 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here  to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here  to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• A summarised slide presentation. 

• Reference documents and/ or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar. 

About SA Legal Academy 

Welcome to SA Legal Academy (SALA), a provider of courses to help you succeed in your chosen career. We are committed to providing our students with the highest quality training and support, to ensure that your skills and knowledge are up to date and ready to face the challenges of the modern workplace. Our courses are designed to ensure that you reach your professional goals and enhance your career prospects. With our experienced training staff and comprehensive resources, you can be confident that you will receive the highest quality of training from SA Legal Academy. 

SALA is a Level 2 B-BBEE contributor, with 125% procurement recognition. Training spend on certain solutions can be allocated against the Skills Development element of the B-BBEE Scorecard through accredited and nonaccredited training or claimed through SETA grants. In addition, 25% of your Skills Expenditure can be claimed on non-accredited training or courses. 

Corporate Training Solutions 

At SALA, we recognize the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in legal and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience. 

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritize hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios. 

Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 012 941 0448. Together, let's design a training program that elevates your team's capabilities and aligns with your organizational goals. 

Contact Us For More Information 

Have any questions or need any assistance? Contact us today!  

• Online chat through our website.  

• Phone: +27 (0) 12 941 0448  

• E-mail: [email protected]